MercadienMercadien’s roots go back to our 1963 founding in Princeton, NJ by two entrepreneurial CPAs. One an owner of his own firm; the other a seasoned accountant and company controller with his own part-time business (and the father of our current managing partner). They joined together to fill a need for tax, audit and advisory services for business owners and workers in the region, as the industrial and professional service sectors were starting to bustle at that time.

Knowledge and Insights

Offering Resources and Insights That Help Clients and Communities

One of the ways Mercadien accelerates client and community success is by continually enhancing and sharing knowledge. By offering our expertise and thought leadership on key business and industry trends and issues, we’re a better resource to you. It benefits everyone to keep minds sharp and fingers on the pulse of what’s critical in today’s dynamic environment.

We’re pleased to provide articles, news, and information to help you stay up-to-date on topics affecting your organization; learn about best practices and processes in relevant fields; and simplify the business and financial complexities you may face.

UPCOMING EVENTS

JOIN US JUNE 25TH FOR A CYBERSECURITY TRAINING WORKSHOP FOR PUBLIC ENTITIES

Failure to Plan Has a Price

April 18, 2017 | By: Myron M. GellmanI never worry about action, but only about inaction. – Winston Churchill “I haven’t decided what I ultimately want to do with my business, when I want to exit, how much money I’ll need, or whom to sell to. So how can I plan my exit? Besides, I don’t want to exit right now.” IfRead moreRead More

A Backup Plan for Family Business Owners & Their Successors

April 18, 2017 | By: Lee D. BossOwners preparing for any type of exit find that circumstances can—and often do—change. Intergenerational business transfers are no exception. The twist in family business transfers is that owners should have a backup plan not only for themselves, but for their successor as well. A Backup Plan For You. Let’s look at the most common causesRead moreRead More

Nonprofits Should Focus On Building Volunteerism As U.S. Volunteer Rates Continue To Decline

April 12, 2017 | By: Sherise D. RitterEach year the Corporation for National and Community Service (CNCS) teams up with the National Conference on Citizenship to conduct a Current Population Survey (CPS) that collects information on the frequency of volunteering and the characteristics of volunteers in the United States. Recent survey data confirms that the volunteer rate continues to decline among AmericanRead moreRead More

April 12, 2017 | By: Michelle V. EvermanWe have just completed the year-end rush of charitable giving and a barrage of requests from multiple organizations. How can we make this process more strategic and tax efficient? One option is a donor advised fund (DAF). A DAF offers an easy way for a donor to make significant charitable gifts over a long periodRead moreRead More

March 28, 2017Princeton, NJ and Philadelphia, PA – The Mercadien Group is pleased to announce that Mr. Frank Pina, CPA, CFF, CFE, CGMA, a managing director and the co-chair of the Forensic and Litigation Support Services Group, was selected to receive the Champion CPA Award by the Greater Philadelphia Chapter of the Pennsylvania Institute of Certified PublicRead moreRead More

National Financial Literacy Month Just Got More Exciting

March 28, 2017 | By: Christopher SeizEveryone knows there are certain things you just don’t discuss in polite company, right? It seems this month we need to recognize the taboo that no one even seems to want to talk about; money. In 2003, the National Endowment for Financial Education introduced Youth Financial Literacy Day, and in 2004, the U.S. Senate passedRead moreRead More

Fighting Fraud in the School Yard

March 1, 2017 | By: Frank PinaIn the last decade, there were numerous reports of fraudulent acts committed by school officials, many resulting in criminal indictments and jail sentences for the perpetrators, as well as significant monetary costs and adverse publicity for the victimized school districts. More recent media headlines identifying fraud in schools again remind us that investigative audits areRead moreRead More

How CRA & HMDA Disclosures May Lend Help To Your Institution

February 21, 2017 | By:

Melissa Correa

It’s that time of year again, when financial institutions are working diligently to prepare and validate their Community Reinvestment Act (CRA) and Home Mortgage Disclosure Act (HMDA) filings prior to the March 1 deadline. However, if this is the first time that your financial institution is accumulating or looking at this data, you may alreadyRead moreRead More

Cyber Security Through User Awareness Training

February 15, 2017 | By: Chris ManganoThe ever-changing landscape of technology solutions has resulted in businesses/organizations being more and more connected. The ability to share information, receive immediate communications and leverage the interconnectivity of business processes has increased the expectations of consumers for ALL organizations, regardless of their size. Along with escalated connectivity comes escalated risks; in particular, phishing attacks, whichRead moreRead More

Tax Implications on Foreign Investments

February 15, 2017 | By: Lovepreet ButtarHappy New Year clients and friends! February is a month during which many organizations take a hard look at their investment portfolios’ prior calendar-year performance. While the markets certainly ended strong in 2016, due, in part, to anticipated changes from the new administration, certain sectors and investment products were lacking. We talked to Mercadien AssetRead moreRead More